Clients with an Ellevest plan who have a Retirement goal and an open IRA can complete a roll over.
Roll over with Capitalize
We’ve partnered with Capitalize to help you rollover your old 401(k)—for free(!). They’ll do all the heavy lifting. You’ll save hours of your time.
If you're not sure where your old 401(k) is, Capitalize's extensive database and customer service team can help you find it.
Capitalize will manage any paperwork, field phone calls, and coordinate the rollover transfer so you don’t have to.
You can follow this link to get started on your rollover through Capitalize.
Roll over manually
You still have the option to manage your own rollover (with our team’s help at every step, if you need it).
STEP 1
Tell us about your account
Answer a few questions and upload a statement.
STEP 2
Look out for an email
We’ll follow up with detailed next steps within a few days.
STEP 3
Move your money
You'll need to call your current provider to help.
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